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iShares Russell Mid-Cap Value ETF
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Overview Fund Activity

671 hedge funds and large institutions have $10.5B invested in iShares Russell Mid-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 227 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+16
Holders Change %
+2.44%
% of All Funds
11.71%
Holding in Top 10
38
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+22.58%
% of All Funds
0.66%
New
67
Increased
227
Reduced
206
Closed
44
Calls
$2.24M
Puts
$230K
Net Calls
+$2.01M
Net Calls Change
+$580K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$652M
2
AP
2
Advisors Preferred
Maryland
$56M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$217M
4
US Bancorp
4
US Bancorp
Minnesota
$311M
5
PCP
5
Proficio Capital Partners
Massachusetts
$21.1M

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$76.5M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$1.07B
4
TF
4
TIAA FSB
Florida
$2.14B
5
Barclays
5
Barclays
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
351
IEQ Capital
California
$559K +$115 +1 +0%
FWP
352
Falcon Wealth Planning
California
$557K -$19K -165 -3%
BCM
353
BTC Capital Management
Iowa
$552K +$200K +1,745 +57%
NFG
354
Next Financial Group
Texas
$545K -$230K -2,000 -30%
TGAM
355
TBH Global Asset Management
Tennessee
$544K – – –
CCM
356
Cohen Capital Management
California
$537K -$78.8K -685 -13%
WWA
357
WC Walker & Associates
California
$530K – – –
9WM
358
9258 Wealth Management
Ohio
$517K +$2.19K +19 +0.4%
IA
359
IFP Advisors
Florida
$517K +$108K +933 +26%
PB
360
Pinnacle Bancorp
Nebraska
$515K -$46K -400 -8%
DC
361
Davenport & Co
Virginia
$512K +$50K +435 +11%
ZF
362
Zhang Financial
Michigan
$510K – – –
MCM
363
Manchester Capital Management
Vermont
$503K – – –
FUBT
364
First United Bank & Trust
Maryland
$501K -$13.8K -120 -3%
JFGIW
365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$501K -$1.26K -11 -0.3%
MCM
366
MV Capital Management
Maryland
$500K +$212K +1,840 +73%
CCP
367
Corient Capital Partners
California
$495K – – –
OFG
368
Oxford Financial Group
Indiana
$492K – – –
WT
369
Washington Trust
Rhode Island
$489K -$16.2K -141 -3%
GFP
370
Gryphon Financial Partners
Ohio
$481K – – –
DY
371
Dowling & Yahnke
California
$473K – – –
BEAM
372
Baker Ellis Asset Management
Washington
$472K – – –
1SB
373
1ST Source Bank
Indiana
$471K – – –
AW
374
ACG Wealth
Georgia
$465K -$50.2K -437 -10%
AIM
375
Allen Investment Management
New York
$465K -$6.2K -54 -1%
13 14
15
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